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IVHIX vs PHYEX
IVHIX vs PHYEX Comparison
Open Charts IVHIX vs PHYEX
Macquarie High Income Fund
Price$5.97
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets2.11B
IVHIX vs PHYEX Comparison Chart in %
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IVHIX vs. PHYEX commentary
Oct 19, 2025
To compare these two companies we present long-term analysis, their fundamental ratings and make comparative short-term technical analysis which are presented below. The conclusion is IVHIX is a Hold and PHYEX is a Hold.
FUNDAMENTALS
Fundamentals
PHYEX has more cash in the bank: 20.8B vs. IVHIX (2.11B). PHYEX (6.78) and IVHIX (6.59) have matching dividends . IVHIX was incepted earlier than PHYEX: IVHIX (19 years) vs PHYEX (8 years). PHYEX (0.94) is less costly to investors than IVHIX (0.71). IVHIX is a more actively managed with annual turnover of: 56.00 vs. PHYEX (42.00). IVHIX (0) and PHYEX (0) have matching initial minimum investment requirements. PHYEX annual gain was more profitable for investors over the last year : 7.12 vs. IVHIX (4.24). IVHIX return over 5 years is better than : 27.03 vs. PHYEX (24.25).
| IVHIX | PHYEX | IVHIX / PHYEX | |
| Total Expense Ratio | 0.63 | 0.91 | 69% |
| Annual Report Gross Expense Ratio | 0.71 | 0.94 | 76% |
| Fund Existence | 19 years | 8 years | - |
| Gain YTD | 4.378 | 6.967 | 63% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.11B | 20.8B | 10% |
| Annual Yield % from dividends | 6.59 | 6.78 | 97% |
| Returns for 1 year | 4.24 | 7.12 | 60% |
| Returns for 3 years | 30.86 | 32.45 | 95% |
| Returns for 5 years | 27.03 | 24.25 | 111% |
| Returns for 10 years | 62.00 | N/A | - |
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